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Terms in this set (71)
Active Prospects (Dashboard)
Top five most active prospects not assigned or marked as reviewed.
Identified Companies (Dashboard)
Recent companies that have had interaction with the website.
the option for location activation when you access the application from a different computer and from an unrecognized location for the first time.
What requires IP activation?
- Accessing Pardot through the web application
- Accessing Pardot via the API
- Single sign-on from CRM
- Accessing the Pardot activity iframe through your CRM
What does not require IP activation?
- LeadDeck (Pardot Desktop)
- iPhone App (Pardot Mobile)
will allow you to access Pardot without logging in for 90 days, however, if you access Pardot from an unrecognized IP address within this period, you will be prompted to activate your location again.
has visited site but not provided information about who they are
A visitor who has provided an email address
Displays all visitors that had their organizations identified by Pardot and are not ISPs. Must be able to obtain the following through a WHOIS IP look up: 1. company name AND 2. state OR country.
Displays all visitors who visited two or more pages, regardless of whether or not their organizations could be identified.
also known as a vanity Alias. The Alias is also used for any individually tracked links sent out in emails to your prospects. gives visitors a seamless transition when traveling between pages and forms that you host and Pardot-hosted campaign elements such as landing pages and search results
Allow you to track links posted on your site as well as third party sites.
Allow you to exclude certain types of visits, clicks, or other actions from campaign results and email notifications. Autoresponder, notifications, and email completion actions will not fire. Can only be applied to new visitors.
Built directly in Pardot and embedded in website.
Integrate with existing forms. Mesh well with intricate workflows. Let's you map existing forms into Pardot.
Turn visitors into identified prospects. Trial offers, sales demos, gated content.
the ability to conditionally display a form field based on previous field completion on other forms. This allows you to show fewer fields on each form to help drive a higher conversion rate. the ability to capture additional information over subsequent visits
Kiosk/Data Entry Mode
allows you to enter information without cookieing the browser
allows you to see how many net new prospects your site is generating and how many visitors are turning into prospects
The form, form handler, or landing page that was completed
What is the difference between a submission and conversion?
see conversion and submission definitions
When an anonymous visitor successfully fills out the form or completes the landing page and thus "converts" into a prospect, in other words a visitor with a known email address.
When a form or landing page has been successfully completed by an existing prospect or an anonymous visitor (who will then "convert" to a prospect upon completion).
Allow you to pull a one-time list of prospects based on specific criteria.
Allow you to perform certain marketing and sales actions based on criteria that you specify.
allow you to trigger completion actions off of specific web page views.
If a prospect visits a page, it will be designated in a report with an (i) icon. Helps Sales team spot significant buying actions more clearly.
allows you to track how your site ranks in google and bing. Allows you to see competitvness, average cost per click, and the average search volume in google.
allows you to track how well your site stacks up against your competitors in general SEO terms (indexed pages, inbound links, alexa rating)
add an IP address for safe, pre-approved Pardot use
Default user roles
Administrator (most), Marketing, Sales Manager, Sales (least)
thematic touchpoints (similar to "source" in other systems) and are used to track the first touch you have with a prospect.
The location a visitor was at before landing on a Pardot tracking code for the first time. More flexibility in populating the field automatically.
the Url of a page a visitor was on before landing on a pardot tracking code for the first time
Campaign Cohort Report
gives statistical information for each Pardot campaign beyond the basic campaign report data. Monthly Cohort graph gives you a look over a selected period of time to see how many prospects and opportunities were created.
Campaign Reports Summary
gives statistical information for each Pardot campaign
CAN-SPAM provisions include:
Don't use false or misleading header information.
Don't use deceptive subject lines.
Identify the message as an ad.
Tell recipients where you're located.
Tell recipients how to opt out of receiving future email from you.
Honor opt-out requests promptly.
Monitor what others are doing on your behalf.
unsolicited bulk email
Sender Policy Framework
Domain Keys identified mail
DNS (Domain Keys)
controls your domain name's website and email settings.
Sender Policy Framework (SPF)
Email validation system design to prevent email spam. Prevents spoofing by verifying sender IP address.
-Sender policy framework
-Domain Keys identified mail
Warming up your sending IP
All IPs start out cold. Gradually increase sending volume over the course of 2-6 weeks. Allow you to avoid issues that come with a new IP address.
undelivered before it gets to intended recipients (full inbox). 5 of these = hard bounce
returned to sender because recipient's address is invalid. Pardot removes prospect from email circulation. Do not email field will be checked.
a (generally) publicly available real-time database that receiving servers can query in order to obtain information on the reputation of an IP address or domain used to send email
Allow you to choose criteria to choose lists. Continually check records to see if prospects match criteria. Automatically removed if no longer match criteria
Allow you to perform ongoing actions based on specified criteria
Actions that are triggered when a prospect takes an action
One-time actions for prospects based on specified critiera
automatically assigned to prospects when they convert. constantly change based on activities and interactions and show how engaged your prospects are with your marketing materials.
Based on inherent prospect characteristics
All visitors that had their organizations identified by Pardot and are not ISPs.
All visitors who visited two or more pages, regardless of whether or not their organizations could be identified.
All visitor sessions.
includes the name "visitor_id" plus the unique identifier for your account, which is derived from the tracking code placed on your site. Set by Pardot tracking code on visitors and prospects.
Opt In Cookie
The persistent cookie named "pi_opt_in" is what we use to stay in compliance with the "Do Not Track" initiative.
Pardot App Session Cookie
only set if you're logged into Pardot as a user (i.e. prospects will not have this cookie set).
WHAT HAPPENS IF A PROSPECT IS REMOVED FROM A DRIP AND LATER ADDED BACK?
If you remove a prospect from a drip and later add them back to the list, they will resume the drip where they left off (instead of starting over again).
WHAT DO I DO IF I WANT TO ADD NEW EMAILS TO A DRIP CAMPAIGN?
You can add new emails to a drip campaign at any time by editing the drip. A prospect will only receive emails that you add after their current drip phase. The system will not retroactively send new emails to prospects who are already farther along in the drip. However, it is very important to note that if you add an email to the very end (including deleting the last email in the drip and inserting a new one), than all prospects will receive this email, including those who have completed all drip phases.
WHAT IF I WANT TO SWITCH OUT A TEMPLATE I'M USING IN A DRIP?
If you would like to update an existing email in your drip to a new email template, you can simply edit this email template in Step 3 Logic of the Drip Program Wizard. You can click on the blue, hyperlinked name of the email, which will bring up a drop down box for you to select the desired email. Editing an email (as opposed to adding a new email) that is at the end of your drip program will not send this email to prospects who have already completed this drip phase.
HOW DO PAUSES WORK WHEN I STOP A DRIP?
For any prospects that are currently in a pause step, pause logic is not stopped if a drip program is paused.
If a prospect has started a pause step, they will continue to progress through the pause until they hit the end — even if the entire drip program has been paused. Once the drip program is resumed, if it has been beyond the length of the pause logic, the prospect will immediately move on to the next step.
IF A DRIP IS SET TO ONLY SEND DURING BUSINESS HOURS, HOW DO THE PAUSES WORK?
If you have enabled the option to "Only send emails during business hours (10am-4pm M-F)", pause periods will still include weekends, but emails will not be sent outside of business hours. Your pauses are based off of the last email sent. For example, imagine your drip program looked like this:
WANT A PROSPECT TO RECEIVE THE SAME EMAIL TEMPLATE TWICE ACROSS MULTIPLE DRIP PROGRAMS?
A Pardot administrator can enable your account to allow email templates to be sent more than once to the same prospect from multiple drip programs by clicking their email address in the top right of the application > Click "Settings" > "Edit Account" > Check the box for "Drip Programs: Allow email templates to be sent more than once to the same prospect" > Save account settings. Regardless of if the prospect already received the email template from another drip program, autoresponder or automation rule, the prospect will receive the email again. Likewise, this setting can be disabled if you only want an email template to be sent once to the prospect via drip programs, autoresponders or automation rules.
WHAT HAPPENS IF I EDIT A BOUNCED EMAIL ADDRESS TO THE CORRECT EMAIL ADDRESS?
The drip program will not go back and send the email in the drip once the email address has been updated. To do this, you can click the email address within the prospect record and then select the email template that you would like to re-send to them. Each prospect is associated with a prospect ID so even if their email has been changed in their record, this does not consider them a "new prospect"
a specific web page that a visitor typically reaches after clicking a link or advertisement.
A way to measure the effectiveness of different landing pages over a period of time to determine the top performer.
Testing your Multivariate Test
When testing your multivariate test you will want to use multiple browsers or ensure you clear your cookies after each test page view. Once cookied, you will continue to be driven to the same landing page version within the multivariate test. This is done for consistency from a user's perspective. While cookied, if the same person keeps coming back to the page they will only see one version of the multivariate test rather than seeing a new version each time.
allow Pardot accounts to sync with third party applications such as a CRM system or Google AdWords. Data can be passed back and forth between the two applications allowing a user to manage many formerly disparate marketing channels from within Pardot interface.
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